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How Do I Use the RoofScope Integration?
To use the RoofScope integration:- Log in to your RoofScope account.
- From the RoofScope main page, start an order for a JobNimbus Contact by searching for the Contact's address.
- Confirm the location.
- Select the property type for the location.
- Select the type of report you would like to generate.
- Review your order to confirm the details, add any additional property information in the Additional property info section, then select Add to Cart.
- On the Scope Orders page, select the "Edit Project Info" drop-down menu, next to the address of the contact.
- Below the JobNimbus ID field, select the name of the Contact record where the report should be sent.
- Select Place Order.
Once the order has been completed, you will receive a confirmation email and the URL to retrieve a copy of the report PDF will be logged in the associated Contact's Activity Feed.
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